Before adjustments can be added to an employee record or order, assignment, or timecard - the adjustment must first be added in Enterprise administration.
How to set up an adjustment in administration:
Navigate to the adjustments section of administration by selecting all options → administration → adjustment.
*Note - Only certain users have access to the administration module within Enterprise. If you are not seeing administration from the "all options" list, please see your manager for assistance.
Once there, select the + icon in the upper right hand corner to create a new adjustment.
♦ Adjustment name: A unique title (10 character limit) to classify the adjustment. Note that the (4.) adjustment name will display on the employee's check stub:
♦ Category: The foundation of the adjustment itself. Note that in the category dropdown four very important columns are listed - billable, adjust net, adjust gross, and benefit. When selecting a category from this dropdown verify that the four columns mentioned match your intentions for this adjustment.
*Note - Every client is different. Consult with your finance team if you have questions on what category to select.
|Adjustment Type||Billable||Adjusts Net||Adjusts Gross||Benefit|
|401K Employee Contrib.||False||False||True||False|
|401K Employer Match||False||False||True||True|
♦ Description: A field used to describe and expand on the purpose of the adjustment.
♦ Hier: Short for hierarchy, determines the reach of the adjustment and where it will be visible in your database. For example, if you are setting up a 401K or insurance adjustment that is specific to the internal staff, consider setting the hierarchy to the staff branch. This way the adjustment cannot be added to any temporary employees as it will be visible/listed in the dropdown.
♦ Active check box: So long as the active check box is selected, the adjustment will display as an option in the adjustment wizard on the employee record.
*Note- The adjustment name, category, and description will be visible when adding an adjustment to an employee record:
Begin by answering the following question: Will this adjustment be set up on the employee file?
♦ Employee adjustments: Recurring deductions that are garnished from an employee's check each pay period.
- Secondary direct deposit
- Child support
- Federal levy
- 401K contributions
- Generic wage garnishments
- ACA adjustments
For these types of adjustments, set the toggle to yes:
A new list of questions will then automatically display:
a. Leave the toggle button set to no unless you are setting up a federal tax levy adjustment, in which case switch to a "yes" setting.
b. When monies are garnished from this adjustment, does the money need to be sent to another body/agency? Child support is a great example of a time when an authority link should be required.
c. It is important to remember that adjustments are calculated based on weekend date in Enterprise. So in the common case where an employee turns in a late timecard, the system will recognize that the employee's wages have not yet been garnished for that weekend date, and will calculate adjustments accordingly. Again, this happens automatically when the toggle button is set to "no".
d. Set this toggle button to "yes" if you are creating a secondary direct deposit (or IRA/Roth IRA adjustment for example). If you leave the adjustments page of the employee record without including a routing and account number (when setting up this type of adjustment on an employee's record), an error message will pop-up warning that this information is missing.
e. If, for example, you are creating a healthcare insurance adjustment you would in all likelihood want the benefit and amounts listed in box 12.
f. Should be used in conjunction with e., and labeled appropriately based on the adjustment type.
g. If a default annual maximum is entered here, it will automatically populate into the "Max Yearly" field within the adjustment details on the employee record.
h. If a frequency is selected here, it will automatically populate in the frequency dropdown within the adjustment wizard on the employee record.
i. Only to be used for Affordable Care Act (ACA) adjustments. For help and a detailed walkthrough of how to set ACA employee and employer adjustments, please see our ACA Manual.
♦ Order, assignment, or timecard adjustments: One time (i.e. timecard adjustments) or recurring (i.e., order or assignment adjustments), fees or reimbursements to an employee's pay check.
- Drug test/background check fee
- Employee uniform fee
- Parking reimbursement
- Mileage reimbursement
- Per Diem reimbursement
For these types of adjustments, set the toggle to no:
Most regions of the US are not subject to sales tax, however, if this adjustment is billed (or could be billed) in a region with sales tax, answer the following:
*Note - If you are unsure whether or not your region has sales tax, and/or what tax type to use, please see a member of your finance department.
If you have a standard adjustment for employees, consider saving setup time by establishing default rules for said adjustment. For example, perhaps you offer an individual dental plan and when an employee enrolls in this type of plan the cost to them is $7.00, deducted per week. As opposed to configuring this on every employee record, we can define it as a default rule. Thus whenever the individual dental plan is added as an employee adjustment, the $7.00 rule will automatically attach itself to the adjustment.
Begin by selecting the + icon from the default rules section:
This will open the adjustment rule window. Following our example, $7.00 is added as the weekly deduction amount.
With the deduction amount now defined, whenever this adjustment is added on an employee record the default rule amount will automatically attach itself.